financial planning
At Covenant, financial planning is not a product; it is a relationship guided by our proprietary Lifestyle. Legacy. Philanthropy.® process that begins with a conversation about your goals and vision. Once your objectives are identified, we create a specific action plan for you to confidently pursue what matters most to you.
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Financial Planning

Lifestyle. Legacy. Philanthropy.®

Whether you need a roadmap to the retirement you deserve or more comprehensive planning, we are ready to work with you to achieve your goals.

  • Analysis of alignment between life goals and existing portfolio structures
  • Balance sheet analysis and preparation
  • Executive compensation plan analysis and optimization
  • Retirement planning and implementation
  • Cash flow management
  • Risk management
  • Debt planning
  • Budgeting
  • Large purchase negotiation and financing

“Planning is bringing the future into the present so that you can do something about it now.”

– ALAN LAKEIN, AUTHOR

Our Process

1

Discovery
Determine your goals, needs, and values
Collect relevant materials
Identify opportunities and risks

2

Assessment
Balance sheet
Cash flow
Review retirement scenarios
Identify potential tax reduction
Analyze risks

3

Recommendation
Income tax
Retirement
Risk management
Estate
Investment portfolio
Charitable giving
Education funding
Special projects

4

Implementation
Coordinate with other professionals
Secure risk management tools
Income tax preparation
Establish investment portfolios

5

Periodic Review
Monitor and report progress
Assess the impact of any changes
Ongoing discovery

LIFESTYLE

Confidently pursue what matters most
to you.

wealth management lifestyle

LEGACY

Leave nothing to chance. Leave it for those you care about most.

wealth management legacy

PHILANTHROPY

Make a lasting social impact. Make a difference.

wealth management philanthropy